All-in-one CRM
Client Relationship Manager
Our CRM lets you track client policy status, see recent client activity, set reminders and follow-up tasks, and message clients directly.
INTEGRITY CONNECT
Your All-in-One Platform
Stay Organized
Dashboard, Tasks & Reminders
The dashboard gives you at-a-glance insights with Client Snapshot, Policy Snapshot, Recent Activity and your Task List and Reminders.
Makes it Easy
Built-in Quote & eApp
Sign in once to get quotes and send applications. The app fills in your clients’ details automatically, so you save time and sell more.
Grow Your Own Business
Personalized Website, Email & Phone
You get your own Agent-personalized Website, email and phone number to help you collect client information, share quotes and capture enrollments.
Stay in touch
Automated Marketing
You can stay in touch with your clients by sending pre-approved, compliant email and text messages to your clients automatically!
Serve More Clients
Exclusive Leads
IntegrityCONNECT® Leads helps you find consumers who have raised their hand for help so you can offer the guidance they need.
Cutting-Edge Innovation
Ask Integrity® AI Digital Assistant
Ask Integrity gives you data and insights to help you stay up-to-date on important information.
Stress Free Organization
Ask Integrity® Shopper Tags
Ask Integrity Shopper Tags automatically generates lists that show which clients may be facing plan disruption.
Information Summaries
Automatic Meeting & Call Notes
Ask Integrity summarizes prior client meetings and calls with one click and they’re easy to access in the client’s history.